Enterprise Account Management
Core
Founding Account Manager partnering with U.S. financial institutions to launch and scale embedded tax filing products.
Role type
Founding Account Manager (B2B Enterprise)
Builds
Embedded tax filing products for banking and fintech partners
Domain
Fintech / Tax Technology
Deliverable
product features
Required skills
Account Management, Solutions Engineering, Post-sales management, Partner strategy alignment, Go-to-market strategy, Product roadmap mapping, Playbook creation
Preferred skills
Early-stage startup experience, B2B product launch experience, Discovery and listening skills
Technologies
None stated
Responsibilities
Help largest U.S. financial institutions launch and scale embedded tax filing; Lead post-sales customer journey from integration to renewal; Collaborate with fintech partners to understand product strategy; Map internal roadmap to partner needs; Translate partner learnings into a launch playbook; Shape next phase of go-to-market strategy
